Institutional Investors Advisory Company

RIAState RegisteredEst. 2012
Total AUM
$24.8M
Discretionary
$24.8M
100% of AUM
Avg account
$12.4M
Accounts
2
Employees
4
Advisory reps
2

Firm details

Headquarters
Fenton, Missouri
CRD number
109655
Registered since
July 9, 2012
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Institutional Investors Advisory Company is a corporation that operates as an institutional registered investment adviser focused on managing pooled investment vehicles for institutional clients. The firm is state-registered in Missouri and charges fees as a percentage of assets under management. Its activity is concentrated on portfolio management for funds rather than direct retail advisory or pension consulting work. The firm is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser. An accounting firm is listed among its industry affiliations.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Margaret Stauder

    CRD 7087819

  • Gregory Zielinski

    PresidentCRD 5263208

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Fenton, MO

Saint Louis

Location

Fenton, MO

Headquartered in Fenton, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
1400 S Highway Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth